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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,100 | $184,000+33.2% | $162,185+51.1% | $152,909+60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.07% | 150.80%-128.7pp | 115.61%-93.5pp | 345.46%-323.4pp |
| Employer contribution / active EE | $6,101 | $6,370-4.2% | $5,613+8.7% | $4,764+28.1% |
| Participant deferral / active EE | $9,999 | $8,033+24.5% | $7,297+37.0% | $5,851+70.9% |
| Admin fee / account holder | $277 | $13,124-97.9% | $10,844-97.4% | $11,601-97.6% |